Civic Intelligence

New Mexico Foundation for Open Government Inc.

990 • Fiscal year 2016 • EIN 85-0379183

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

115 Gold Ave SW Suite 201Albuquerque, NM 87120

(505) 764-3750

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.04x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • NTEE I • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • NTEE I • <$500k nonprofits • Source year 2016

Net Margin

26th percentile

-7.3%

Higher net margin than 26% of similar nonprofits.

2016 filings • NTEE I • <$500k nonprofits • Source year 2016

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE I • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-3.2%

Faster asset growth than 40% of similar nonprofits.

2016 filings • NTEE I • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • NTEE I • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$137,428

Down $4,551 (-3.2%) from 2015

Net Assets

Down

$132,608

Down $6,142 (-4.4%) from 2015

Liabilities

Up

$4,820

Up $1,591 (+49%) from 2015

Revenue

Down

$113,089

Down $72,957 (-39%) from 2015

Expenses

Down

$121,378

Down $27,950 (-19%) from 2015

Net Income

Down

-$8,289

Down $45,007 (-123%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0-$200KAssets 2011: $64,162Liabilities 2011: $3,040Net Assets 2011: $61,1222011Assets 2012: $65,562Liabilities 2012: $3,095Net Assets 2012: $62,4672012Assets 2014: $106,048Liabilities 2014: -$322Net Assets 2014: $106,3702014Assets 2015: $141,979Liabilities 2015: $3,229Net Assets 2015: $138,7502015Assets 2016: $137,428Liabilities 2016: $4,820Net Assets 2016: $132,6082016Assets 2017: $155,508Liabilities 2017: $3,074Net Assets 2017: $152,4342017Assets 2018: $144,172Liabilities 2018: $2,090Net Assets 2018: $142,0822018Assets 2019: $159,416Liabilities 2019: $1,869Net Assets 2019: $157,5472019Assets 2020: $185,732Liabilities 2020: $1,685Net Assets 2020: $184,0472020Assets 2021: $359,600Liabilities 2021: $175,220Net Assets 2021: $184,3802021Assets 2022: $393,586Liabilities 2022: $225,123Net Assets 2022: $168,4632022Assets 2023: $416,568Liabilities 2023: $226,577Net Assets 2023: $189,9912023Assets 2024: $320,076Liabilities 2024: $97,542Net Assets 2024: $222,5342024

Highlighted filing

2016

Assets$137,428
Liabilities$4,820
Net Assets$132,608

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $72,196Expenses 2011: $73,464Net Income 2011: -$1,2682011Expenses 2012: $71,2382012Revenue 2014: $111,801Expenses 2014: $78,411Net Income 2014: $33,3902014Revenue 2015: $186,046Expenses 2015: $149,328Net Income 2015: $36,7182015Revenue 2016: $113,089Expenses 2016: $121,378Net Income 2016: -$8,2892016Revenue 2017: $107,983Expenses 2017: $89,964Net Income 2017: $18,0192017Revenue 2018: $85,600Expenses 2018: $90,497Net Income 2018: -$4,8972018Revenue 2019: $97,651Expenses 2019: $95,648Net Income 2019: $2,0032019Revenue 2020: $92,438Expenses 2020: $91,606Net Income 2020: $8322020Revenue 2021: $90,141Expenses 2021: $97,401Net Income 2021: -$7,2602021Revenue 2022: $97,399Expenses 2022: $91,495Net Income 2022: $5,9042022Revenue 2023: $95,463Expenses 2023: $87,450Net Income 2023: $8,0132023Revenue 2024: $243,823Expenses 2024: $223,422Net Income 2024: $20,4012024

Highlighted filing

2016

Revenue$113,089
Expenses$121,378
Net Income-$8,289
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$127,206
Mission and Program Overview

Mission

To ensure that government is accountable to the voters and taxpayers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,825$73,002▼ $17,823
Investments Other Securities$50,631$54,252▲ $3,621
Savings and Temporary Cash Investments-$10,000-
Land, Buildings, and Equipment, Net$523$174▼ $349
Total Assets$141,979$137,428▼ $4,551
Liabilities
Accounts Payable and Accrued Expenses$3,229$4,820▲ $1,591
Total Liabilities$3,229$4,820▲ $1,591
Net Assets / Fund Balance
Unrestricted Net Assets$113,073$132,375▲ $19,302
Temporarily Rstr Net Assets$25,677$233▼ $25,444
Total Net Assets Fund Balance$138,750$132,608▼ $6,142
Total Liabilities and Net Assets / Fund Balance$141,979$137,428▼ $4,551

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$174$2,852$3,026
Other Securities$54,252--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gregory WilliamsPresident
Martin SalazarPresident - Elect
Chuck PeiferDirector
Dede FeldmanDirector
Emily KiehneDirector
Fred NathanDirector
Janice Arnold-jonesDirector
Jeri ClausingDirector
Karen MosesDirector
Kathi BeardenDirector
Melanie MajorsDirector
Michael MelodyDirector
Ray RiveraDirector
Robert T TrappDirector
Sylvia UlloaDirector
Viki HarrisonDirector
Susan BoeExecutive Director
Daniel YohalemMember-at-large
Kip PurcellMember-at-large
Billie BlairSecretary
Carl BaldwinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,622
Program Service Revenue
$10,106
Investment Income
$2,423
Other Revenue
$19,938
All Other Contributions
$41,617
Change in Net Assets
$-8,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$103,707
Other Expenses$17,671
Total Fundraising Expense$1,505
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$68,558--$68,558
Other Salaries and Wages$22,833--$22,833
Payroll Taxes$9,912--$9,912
Fees for Services Accounting-$3,877-$3,877
Advertising$1,504-$1,505$3,009
Other Employee Benefits$2,404--$2,404
Travel$1,697--$1,697
All Other Expenses$1,106$523-$1,629
Insurance-$1,503-$1,503
Fees for Service Investment Mgmnt Fees-$949-$949
Other Expenses$650$496-$650
Office Expenses$311$311-$622
Depreciation Depletion-$349-$349
Total Functional Expenses$111,865$8,008$1,505$121,378
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$34,055
Fundraising Direct Expenses$14,117
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is distributed to members of the board for review prior to filing.

Form 990, Part VI, Section C, Line 19

Available upon request and on the new mexico attorney general's public charitable registrar database.

Filing and Contact Details

Filer

Filer Name
New Mexico Foundation
EIN
85-0379183
Phone
5057643750
Address
115 GOLD AVE SW SUITE 201, ALBUQUERQUE, NM 87120

Signing Officer

Name
Gregory Williams
Title
President
Phone
5052474800
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Williams
Formed
1989
Legal Domicile
Nm
Voting Board Members
20
Independent Board Members
20
Employees
3
Volunteers
0

Preparer

Firm
Swain & Grieco LLC
Address
2050 BOTULPH ROAD SUITE A, SANTA FE, NM 87505
Preparer
Michael D Swain CPA
Phone
5059883770
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
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IRS990/InsuranceGrp/TotalAmt01503
IRS990/InvestmentIncomeGrp/ExclusionAmt02423
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02423
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt050631
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt054252
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02852
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0523
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0174
IRS990/LandBldgEquipCostOrOtherBssAmt03026
IRS990/LegalDomicileStateCd0NM
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt039005
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENSURE THAT GOVERNMENT IS ACCOUNTABLE TO THE VOTERS AND TAXPAYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0138750
IRS990/NetAssetsOrFundBalancesEOYAmt0132608
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019938
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019938
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02147
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0311
IRS990/OfficeExpensesGrp/ProgramServicesAmt0311
IRS990/OfficeExpensesGrp/TotalAmt0622
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02404
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02404
IRS990/OtherExpensesGrp/Desc0CLE EXPENSES
IRS990/OtherExpensesGrp/Desc1MISC & RECRUITING
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BOARD MEETING EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0496
IRS990/OtherExpensesGrp/ProgramServicesAmt01523
IRS990/OtherExpensesGrp/ProgramServicesAmt1496
IRS990/OtherExpensesGrp/ProgramServicesAmt2871
IRS990/OtherExpensesGrp/ProgramServicesAmt3650
IRS990/OtherExpensesGrp/TotalAmt01523
IRS990/OtherExpensesGrp/TotalAmt1992
IRS990/OtherExpensesGrp/TotalAmt2871
IRS990/OtherExpensesGrp/TotalAmt3650
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt022833
IRS990/OtherSalariesAndWagesGrp/TotalAmt022833
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt09912
IRS990/PayrollTaxesGrp/TotalAmt09912
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREGORY WILLIAMS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc0CLE SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010106
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0143982
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02715
IRS990/PYOtherExpensesAmt062245
IRS990/PYOtherRevenueAmt025021
IRS990/PYProgramServiceRevenueAmt014328
IRS990/PYRevenuesLessExpensesAmt036718
IRS990/PYSalariesCompEmpBnftPaidAmt087083
IRS990/PYTotalExpensesAmt0149328
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0186046
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-8289
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010106
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0143982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt077775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt094531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0477774
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0477774
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0143982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080864
IRS990ScheduleA/Total509Grp/TotalAmt0477774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0143982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt077775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt094531
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080864
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0477774
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt05593
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt06954
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt03923
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt04690
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt021160
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt022373
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt027815
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt015693
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt018760
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt084641
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt0151
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt01141
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt053
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt01865
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt03210
IRS990ScheduleC/GrassrootsCeilingAmt031740
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt05593
IRS990ScheduleC/LobbyingCeilingAmt0126962
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt022373
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0111714
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt0151
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0111865
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt0151
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0174
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02852
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03026
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt054252
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS - STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0174

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.98$2.23$2.44$2.23$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.17$2.27$1.90$0.95$0.87$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.94$2.25$1.68$0.97$0.91$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.60$1.75$1.84$0.90$0.97$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.84$0.92$0.92$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.02$1.58$0.98$0.96$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.42$0.86$0.90$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.52$1.08$0.90$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.05$1.33$1.13$1.21$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.39$1.86$1.49$0.37
2014Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$1.12$0.78$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.03$0.62$0.71
2011Summary only. Only limited summary data is available for this year.$0.64$0.03$0.61$0.72$0.73$0.01